EIP
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Epoch Investment Partners’s Ford F Stock Holding History

Epoch Investment Partners’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,089
Closed -$202K – 379
2024
Q2 		$202K Buy
16,089
+330
+2% +$4.08K ﹤0.01% 381
2024
Q1 		$209K Buy
15,759
+649
+4% +$7.87K ﹤0.01% 404
2023
Q4 		$184K Buy
+15,110
New +$168K ﹤0.01% 410

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Epoch Investment Partners's F Position: Q3 2024 in Review

Epoch Investment Partners sold out of Ford (F) in Q3 2024, closing a stake of 16,089 shares — an estimated $202K sold.

Epoch Investment Partners first reported a position in F in Q4 2023 and held it in 3 quarters. The position peaked at $209K in Q1 2024. 1,630 funds tracked by Wall St. Rank hold F as of Q3 2024.

  • Epoch Investment Partners reported no remaining Ford position as of Q3 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 16,089 Ford shares in Q3 2024, an estimated $202K.
  • Epoch Investment Partners first reported a position in Ford in Q4 2023 and held it in 3 quarters.
  • Epoch Investment Partners's Ford position peaked at $209K in Q1 2024.
  • 1,630 funds tracked by Wall St. Rank held Ford as of Q3 2024.

Based on Epoch Investment Partners's 13F filing for Q3 2024, filed 13 Nov 2024.